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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 1108 | 1099 | 1125 | 1447 | 1652 |
Fund Return | 9.91% | 10.81% | 9.91% | 4.02% | 7.67% | 5.15% |
Place in category | 120 | 26 | 120 | 50 | 52 | 33 |
% in Category | 50 | 14 | 50 | 26 | 28 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gabelli Asset AAA | 1.1B | 3.73 | 1.52 | 6.99 | ||
Gabelli Small Cap Growth AAA | 932.16M | 4.73 | 5.57 | 8.44 | ||
Gabelli Utilities A | 796.41M | 8.29 | 0.87 | 4.29 | ||
GAMCO Growth AAA | 819.51M | 18.58 | 7.38 | 13.80 | ||
Gabelli Small Cap Growth I | 626.8M | 4.84 | 5.84 | 8.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.46B | 1.75 | 0.33 | 3.94 | ||
Brighthouse Balanced Plus Portfolio | 7.69B | 1.95 | -3.24 | 4.41 | ||
Columbia Adaptive Risk Allocation Z | 2.39B | 2.98 | 0.33 | 4.61 | ||
Horizon Active Risk Assist N | 1.29B | 8.14 | 3.02 | - | ||
SEI Multi-Asset Accumulation F (SIM | 1.24B | 2.58 | -3.35 | 2.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 5.02447% | - | 5.65 | - | - | |
United States Treasury Bills 5.34012% | - | 3.85 | - | - | |
Sony ADR | US8356993076 | 3.45 | 84.99 | +0.84% | |
Sony | JP3435000009 | 3.32 | 13,640.0 | +0.81% | |
CNH Industrial NV | NL0010545661 | 2.97 | 10.09 | -1.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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